Tailored Services

We understand that people are in all different stages of life and need bespoke help with their finances. As the financial landscape continues to evolve, with an increasing number of investment choices, our clients enjoy access to steady and trusted advice. With effective financial strategies, our clients can benefit from protected and sustained long-term growth to ensure your finances are organised in a fee-efficient and tax-effective manner.

We understand the pressures expats & inpats face, which is why we offer specialist support to help navigate the key financial items such as not letting a superannuation strategy stagnate, renting the family home, tax-effective wealth creation and management, insurance and more. It’s vital to have a strategy in place before working or emigrating to another country, so you can have confidence knowing that you will be in a better financial position.   

Markets change, but the quality of our advice does not. Understanding the core purpose of your investment is our key focus when planning your financial portfolio.   We take a diverse approach across all asset classes to create robust tailored portfolios. Each investment strategy and solution is based around each client’s own needs and circumstances including objectives, values and risk assessments, throughout the life of the investment. The result is less volatility and more confidence. 

The advice we provide at BFinancial can benefit your family now and in the future. We understand that the legacy you leave is the culmination of value creation and personal decisions. That’s why our professional, strategic, confidential and conflict-free approach ensures the development of a robust and transparent family governance structure.  

Superannuation can be overwhelming. We can help. We believe in working with you to create a tailored solution to meet your superannuation goals through integrated and carefully considered solutions. Only with solid, reliable and trustworthy advice will you have the confidence to feel comfortable about your financial future. 

Planning for the unexpected can be a challenge. Without adequate insurance to protect your family or business in the event of death or disability, your financial future is in jeopardy. We work closely with a trusted network of referral partners and Australia’s most respected insurance providers to arrange policies to suit the specific needs of our clients, and to ultimately provide the peace of mind they need.

Surrounding yourself with knowledge can be the best investment you make. We work with executives on building their wealth for the future, and because we respect their often time-poor situation, we seamlessly work alongside other preferred professional services providers. From structuring remuneration packages and share options to creating tax-efficient wealth strategies, we employ a deliberate approach across the different specialists when it comes to managing their overall financial affairs. 

Businesses do not exist in isolation. Your mind is naturally focused on the success of your business.  Throughout the life cycle of your business, we partner with you to help ensure you also have a strategy for your personal finances to stay on track for a comfortable future. Working alongside other specialist services; your accountant, lawyer and other trusted advisors we will create a strategy for long-term financial security. 

We know that effective estate planning involves much more than preparing a Will. Preparing a strategy for the distribution of your estate can be complex, but it is necessary to ensure your assets are protected long into the future. We’ll work with you and your Estate Specialist to help transfer your wealth to your intended beneficiaries in a way which minimises tax liability and maximises asset protection.  

We’re here to help relieve the pressure of debt planning. With a range of lending services, our trusted referral partners (who intimately know the ins and outs of the various lenders and loan market) have extensive experience in providing business, home and investment lending structuring and finance solutions. We all work collectively with you to find the most suitable solutions.